Westshore Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Westshore Wealth, LLC

  • $216 Million
  • Q4 2023

A detailed history of Westshore Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Westshore Wealth, LLC holds 3,147 shares of AGG stock, worth $307,084. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,147
Previous 3,185 1.19%
Holding current value
$307,084
Previous $299,000 4.35%
% of portfolio
0.14%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
SELL
$91.67 - $99.66 $3,483 - $3,787
-38 Reduced 1.19%
3,147 $312,000
Q3 2023

Feb 15, 2024
SELL
$93.85 - $98.43 $80,054 - $83,960
-853 Reduced 21.12%
3,185 $299,000
Q2 2023

Sep 05, 2023
SELL
$97.49 - $100.53 $146,917 - $151,498
-1,507 Reduced 27.18%
4,038 $395,000
Q1 2023

May 12, 2023
SELL
$96.32 - $100.79 $13,966 - $14,614
-145 Reduced 2.55%
5,545 $552,000
Q4 2022

Feb 14, 2023
SELL
$94.17 - $99.69 $37,573 - $39,776
-399 Reduced 6.55%
5,690 $551,000
Q3 2022

Nov 02, 2022
BUY
N/A
268 Added 4.6%
6,089 $587,000
Q2 2022

Jul 15, 2022
BUY
N/A
2,305 Added 65.56%
5,821 $592,000
Q1 2022

May 10, 2022
SELL
N/A
-696 Reduced 16.52%
3,516 $377,000
Q4 2021

Feb 17, 2022
SELL
N/A
-265 Reduced 5.92%
4,212 $481,000
Q3 2021

Nov 16, 2021
BUY
N/A
155 Added 3.59%
4,477 $514,000
Q2 2021

Aug 19, 2021
BUY
N/A
1,342 Added 45.03%
4,322 $498,000
Q1 2021

May 14, 2021
BUY
N/A
2,980 New
2,980 $339,000

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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